vsphere 4 Implementation

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1 vsphere 4 Implementation

2 Contents Foreword Acknowledgments Introduction xix xxi xxiii 1 Install and Configure ESX 4 Classic 1 WhatlsESX? 3 for ESX Installation 4 Preparing Confirming Physical Settings 4 Checking Your Source Code ISO 4 Using an ILO 5 Installing ESX 4 Locally 6 Starting the Installation 7 Specifying Your Network Configuration 8 Setting Up Your Storage and Datastore 10 Creating the Partitions, Completing the Installation 15 Connect and Manage the ESX host 16 Gaining Command-Line Access 16 Installing the vsphere Client 17 Creating Additional Local Users on an ESX Host 18 Enabling SSH from Your ESX Host to Other Hosts 19 Configuring NTP 20 Monitoring Hardware 21 Viewing Health Status 22 Installing Hardware Management Agents 23 Increasing Memory Allocation to the Service Console 23 Configuring ESX4 Classic for SAN Booting 24 SAN-Based Booting Restrictions and Requirements 24 Preparing for Installing a SAN-Based Booting Configuration 25 Configuring the Fibre Channel BIOS Options 26 Configuring the Main System BIOS 27 Installing ESX to a SAN LUN 28 Summary 29 2 Install and Configure ESXi 4 31 Advantages of ESXi 4 32 Installing ESXi 4 33 Creating USB Memory Sticks for ESXi 34 Setting Up ESXi 4 36 Setting the Root Password 38 Configuring Management Network 39 Setting Other ESXi 4 Options 42 Viewing the System Logs 43 ix

3 Contents xi Advanced Switch Settings Configuring the Cisco Discovery Protocol 104 Configuring the Maximum Transmission Unit Size 105 Enabling IPv6 Support 106 Introduction to IPv6 Addressing 107 Enabling IPv6 Support in Windows 2003 with DNS 110 Enabling IPv6 Support in Windows 2008 with an IPv6 DHCP Server Enabling IPv6 Support in vcenter 115 Enabling IPv6 Support on ESX 115 Summary Distributed Virtual Networking 121 What Are DvSwitches? 122 What Are Distributed Virtual Uplinks? 122 Creating Distributed vswitches 123 Creating a DvSwitch for Virtual Machine Networking 123 Creating a VMkernel DvSwitch for VMotion 127 Creating a DvSwitch Port Group for the Service Console 131 Adding and Removing Physical NICs 133 Removing a DvSwitch from an ESX Host 135 Advanced DvSwitch Settings 136 Configuring and Viewing DvSwitch Settings 136 Configuring DvSwitch Port Group Settings 138 Migrating from Standard vswitches to DvSwitches 140 Migrating to a Virtual Machine Networking DvSwitch 142 Migrating to a VMkernel DvSwitch 146 Migrating to a Management DvSwitch 149 Migrating from a DvSwitch to a Standard vswitch 152 Summary Storage 155 Configuring SAN-Based Storage 156 Discovering Your HBA's WWN 157 Rescanning HBAs 157 Understanding the vmhba Syntax 159 Configuring iscsi SAN-Based Storage 160 Hardware and Software Initiators 160 iscsi Qualified Names 161 Limitations on iscsi Use 161 Emulating an iscsi System 162 Configuring ESX for iscsi 177 Connecting ESX to an iscsi Software Adapter 178 Setting Up iscsi with CHAP Authentication 180 Managing VMFS Volumes 181 Formatting Volumes with VMFS 182 Increasing the Size of VMFS Volumes 185 Viewing Free Space and Disk Alarms HI

4 X VMware vsphere 4 Implementation Rebooting an ESXi 4 Host 43 Enabling the Tech Support Command-Line /PuTTY Access 44 Summary 45 3 Install vcenter 47 What Is vcenter? 48 What Is VMware vcenter Web Access? 49 What Are vsphere Modules, Extensions, and Plug-ins? 49 Should vcenter Run on a Virtual or Physical Machine? 50 Join vcenter Servers in to "Linked Mode" 51 Configure Your Database for vcenter 52 Setting SQL Server Authentication 52 Create the Database and Setting Permissions 52 Configuring a DSN Connection 54 Setting Up vcenter 56 Installing vcenter with Microsoft SQL Server Creating Datacenters and Folders 59 ESX and ESXi Hosts to vcenter 62 Adding Configuring vcenter Linked Mode 67 Monitoring vcenter 69 Viewing vsphere 4 License Usage 70 Protect Your vcenter Server 71 Technology Preview: vcenter Mobile Access 72 Downloading and Configuring Mobile Access 72 Using Mobile Access 74 Summary 76 4 Standard Networking 77 What Are Standard vswitches? 78 What Are Port Groups? 79 Port Group Naming 80 Creating Standard vswitches 80 an Creating Internal Standard vswitch 81 Creating a Teamed Standard vswitch 82 Creating a Standard vswitch with VLAN Support 82 Creating a VMkernel Standard vswitch for VMotion 84 Configuring Standard vswitches and Port Groups 87 Increasing the Number of Ports on a vswitch 87 Setting Speed and Duplex on Physical NICs 89 Setting vswitch and Port Group Policies 89 Using a Master vswitch 97 Creating Standby vswitches 98 Managing Service Console Networking 99 Creating a Backup Port Group for the Service Console 99 Changing the Service Console Network Settings 100 Troubleshooting Service Console Networking 101 Correcting Your NIC Selection 102 Correcting IP Settings 102

5 Contents xi Advanced Switch Settings 104 Configuring the Cisco Discovery Protocol 104 Configuring the Maximum Transmission Unit Size 105 Enabling IPv6 Support 106 Introduction to IPv6 Addressing 107 Enabling IPv6 Support in Windows 2003 with DNS HO Enabling IPv6 Support in Windows 2008 with an IPv6 DHCP Server HI Enabling IPv6 Support in vcenter 115 Enabling IPv6 Support on ESX 115 Summary Distributed Virtual Networking 121 What Are DvSwitches? 122 What Are Distributed Virtual Uplinks? 122 Creating Distributed vswitches 123 Creating a DvSwitch for Virtual Machine Networking 123 Creating a VMkernel DvSwitch for VMotion 127 Creating a DvSwitch Port Group for the Service Console 131 Adding and Removing Physical NICs 133 Removing a DvSwitch from an ESX Host 135 Advanced DvSwitch Settings 136 Configuring and Viewing DvSwitch Settings 136 Configuring DvSwitch Port Group Settings 138 Migrating from Standard vswitches to DvSwitches 140 Migrating to a Virtual Machine Networking DvSwitch 142 Migrating to a VMkernel DvSwitch 146 Migrating to a Management DvSwitch 149 Migrating from a DvSwitch to a Standard vswitch 152 Summary Storage 155 Configuring SAN-Based Storage 156 Discovering Your HBA's WWN 157 Rescanning HBAs 157 Understanding the vmhba Syntax 159 Configuring iscsi SAN-Based Storage 160 Hardware and Software Initiators 160 iscsi Qualified Names 161 Limitations on iscsi Use 161 Emulating an iscsi System 162 Configuring ESX for iscsi 177 Connecting ESX to an iscsi Software Adapter 178 Setting Up iscsi with CHAP Authentication 180 Managing VMFS Volumes 181 Formatting Volumes with VMFS 182 Increasing the Size of VMFS Volumes 185 Viewing Free Space and Disk Alarms 189

6 xii VMware vsphere 4 Implementation Configuring Multipathing with Fibre Channel and iscsi SAN 190 Managing Multiple Fibre Channel Paths 191 Install, License, and Configure Third-Party Path Selection Policies 193 Viewing Broken Paths 193 Configuring NAS Storage 193 Setting Up NFS on Red Hat Linux 194 Setting Up NFS on Windows with SFU 195 Adding an NFS Mount Point 197 Removing an NFS Mount Point 198 Storage Views and Maps 198 Summary Creating and Modifying Virtual Machines 201 What Defines a Virtual Machine? 202 Virtual Motherboard 203 USB, Parallel, and Serial Devices 204 Virtual CDs and Floppies 204 Keyboard and Mouse Interface 205 Setting Up Your First VM 205 Creating a VM 206 Installing the Guest Operating System 214 Powering On and Off VMs 215 Off Your VM 215 Powering Setting a Boot Delay 216 Automatically Starting and Stopping of VMs 217 Setting up VMware Tools 218 Installing VMware Tools for Windows 219 Installing VMware Tools for Linux 219 Configuring VMware Tools 220 Checking If VMware Tools Is Up to Date 224 Upgrading Virtual Hardware and VMware Tools 226 Adding Virtual Hardware 229 Giving a VM Direct Access to a SAN or iscsi LUN 229 Hot Adding Virtual Disks to Linux 232 Hot Adding NICs 233 Hot Adding Memory and CPUs 234 Adding IDE Drives to Windows 235 Enabling the VMCI Device 236 Using VMDirectPath I/O 237 Configuring VM Features 237 Configuring a Static MAC Address 237 Enabling N-Port Virtualization 238 Enabling Paravirtualization 240 Configuring the Memory Management Unit 241 Managing Virtual Disks 242 Resizing Virtual Disks 242 Converting a Thin Virtual Disk to a Thick Virtual Disk 247 Converting a Thick Virtual Disk into Thin Virtual Disk 248

7 Contents xiii Using Snapshots 248 Creating a Snapshot 250 Reverting to a Snapshot 251 Deleting a Snapshot 252 Changing Disk Modes 253 Removing, Adding, and Deleting VMs 254 Adding a VM 255 Removing a VM 256 Deleting a VM 256 P2V of a Physical Machine with vcenter Converter 256 Installing vcenter Converter 258 Using vcenter Converter with the Agent (Enterprise Mode) 259 Using vcenter Converter with the Cold-Clone Boot CD (Enterprise Mode) 262 Cleaning Up After P2V Conversion 265 Using Guided Consolidation for P2V Conversion 266 Setting Up a VMware ESX Testing Environment 271 Option A: Two ESX Servers and a NAS, Please! 271 Option B: Run on PCs 272 Option C: Virtualize ESX 273 Summary Rapid VM Deployment 275 Duplicating VMs 276 Preparing for Templates 277 Storing Templates 278 Cloning to a Template 278 Converting a VM to a Template 280 Using VM Templates 281 Adding Sysprep Support to vcenter 281 Creating a New VM from a Template 282 Using the Customization Specification Manager 284 Using the VMware Open Virtual Machine Format (OVF) 285 Importing a Virtual Appliance 285 Exporting a VM in OVF Format 287 Summary Access Control 289 The VMware Security Model 290 Assigning and Using Roles 291 Assigning a Predefined Role 292 Creating Custom Roles 294 Removing Custom Roles 295 Permission Anomalies 296 Managing User Access 296 Sending Messages to Users and Disconnecting Users 297 Using the Web Access Service 297

8 xiv VMware vsphere 4 Implementation An Access Control Example: Create VMs and Restrict Storage Access 299 Assigning a Custom Read-Only Rights Role to vcenter 299 Assigning the Virtual Machine Administrator Role to the Datacenter 300 Reorganizing Datastores in Folders 301 Local VMFS Volumes 302 Denying Rights to the Folder Containing... Summary Resource Monitoring 303 Introduction to VM Resource Monitoring 304 VM Resource Allocation 306 Identifying CPU Allocation 306 Memory Allocation 310 Resource Constraints 313 CPU Monitoring 313 Memory Monitoring 314 Network Monitoring 314 Disk Monitoring 315 Accessing Performance Data 315 Using vcenter Performance Charts 316 Viewing CPU Utilization 317 Setting Chart Options 318 Configuring Alarms and Alerts 320 Modifying Alarms 321 Creating Custom Alarms 322 Configuring Alarm Tolerance and Frequency 323 Configuring Alerts 324 Configuring SNMP Alerts 325 Acknowledging Alarms 326 Viewing Events and Tasks 327 Configuring Scheduled Tasks 328 Accessing and Exporting Log Files and Support Data 328 Accessing and Exporting vcenter Logs 328 Generating ESX Host Log Files 329 Summary Resource Management 331 Setting Limits 332 Setting Reservations 333 The Share System 335 Processor Affinities 336 Resource Pools 337 A Resource Pool Example 338 CPU Ready Values and Multiple vcpus 344 Share Values on VMs Within a Resource Pool 345 Admission Control: Insufficient Resources to Power On? 345 Admission Control Examples 345 Resolving Admission Control Problems 352

9 Contents XV Using vapps 352 Creating a vapp 354 Configuring Internal Dynamic IP Allocation 356 Setting Descriptive (Advanced) Information 365 Summary VMotion, Storage VMotion, and Cold Migration 367 VMotion (Change Host) 368 VMotion Requirements on the ESX Host 368 CPU Incompatibilities 369 VMotion Requirements on the VM 375 Resolving VMotion Errors and Warnings 379 Enabling VMotion on Standard vswitch 380 Initiating VMotion 381 VMotion Without Drag-and-Drop 382 Storage VMotion (Change Datastore) 383 Requirements for Storage VMotion 383 Performing SVMotion from the GUI 385 Performing SVMotion from the vsphere CLI 386 Cold Migration (Change Host and/or Datastore) 393 Summary VMware Distributed Resource Scheduler 395 DRS Overview 396 DRS Levels ofautomation 397 Migration Thresholds 398 DRS Rules and Regulations 398 Resource Pools and DRS Clustering 399 Preparing for DRS 400 Configuring DRS 402 Setting Up a DRS Cluster in Manual Mode 402 Viewing and Applying Recommendations 404 Choosing Initial Placement 406 Configuring DRS Cluster Affirury/Anti-Affinity Rules 407 Setting Custom Automation Levels 408 Configuring Fully Automated DRS Using Maintenance Mode 409 Resolving Maintenance Mode Problems 412 Viewing DRS Fault Reports 412 Creating Resource Pools on a DRS Cluster 414 Enabling Enhanced VMotion Compatibility 416 Relocating the VMkernel Swap File 419 Summary VMware Distributed Power Management 423 DPM Overview 424 Preparing for DRS 425 Checking WoL Support 426 Manually Testing Standby Mode 426

10 xvi VMware vsphere 4 Implementation Enabling DPM on a Cluster 428 Configuring DPM with ILO/RAC/DRAC Cards 430 Preparing for Using ACPI Features for DPM 431 Configuring the ESX Hosts 432 Summary VMware High Availability 435 HA Overview 436 HA and Resource Management 437 HA and the Split-Brain Phenomena 437 ESX 4 and Split-Brain/Isolation 438 ESXi 4 and Split-Brain/Isolation 438 Enabling and Configuring VMware HA 439 Enabling HA on ESX Host Clusters 440 Setting VMware HA Options 440 Configuring VM Options 446 Configuring VM Monitoring 448 Configuring VMware HA and VM Clustering 450 Testing and Monitoring VMware HA 450 Testing HA with ESX Classic 450 VMware HA and VMotion 450 Monitoring a HA Cluster 451 Summary VMware Fault Tolerance 453 FT Advantages and Disadvantages 454 Hardware and Software Requirements for FT 456 Discovering CPU Types 457 Using VMware SiteSurvey to Check FT Support 458 Enabling VMware FT 461 Confirming Certificate Management 462 Confirming That HA and VMotion Function Correctly 463 Enabling FT Logging on a New Port Group 463 Confirming the Target VM's Disk Type 465 Checking VM Settings 467 Enabling VMware FT on a VM 467 Testing VMware FT 470 Soft Testing VMware FT 470 Hard Testing Real-World FT What-if Scenarios 470 Turning Off or Disabling FT 473 Turning Off FT 473 Disabling FT 474 Summary vsphere Advanced Configuration Tools 475 Configuration Tool Overview 476 Implementing Host Profiles 478 Creating a Host Profile from an Existing ESX Server 479 Editing a Host Profile 481 Attaching and Applying a Host Profile 482

11 Contents XVII Using a Host Policy to Reconfigure a VMware Cluster 487 Updating and Exporting Host Profiles 488 Using the vspherecli with ESX Authenticating to a Server 489 Creating vswitches 491 Enabling the VMware iscsi Software Initiator 493 Setting Your NTP Configuration 497 Configuring NAS 497 Managing Files 497 Creating a Snapshot of a VM and Exporting Its Files to Local Storage 497 Backing Up Your ESXi Configuration 499 Using the vsphere Management Assistant 501 Downloading and Importing vma 501 Adding Credentials and ESX Hosts 502 Connecting to an ESX Host and Running Commands 503 Using the Interactive Tech Support Mode in ESXi Using the vsphere PowerCLI for Windows 504 Installing Windows PowerShell and the vsphere PowerCLI 504 Using VMware PowerShell Cmdlets 506 Using PowerShell Scripts 516 Scripted Installations of ESX 4 Classic 521 Downloading and Installing the UDA 522 Configuring the UDA 522 Creating Templates 526 Scripted Installation File Overview with Advanced %post Scripting 531 Interactive PXE Installation 537 Summary Virtual Machine Backup 539 How Do Hot Backups Work? 540 Overview of Backup Strategies 541 Backup Agents Inside the VM 542 Free Virtualization Backup Utilities 543 Third-Party Virtualization-Only Solutions 543 VMware Technology 544 Using the VMware Data Recovery Appliance 545 vdr Requirements 546 Installing and Configuring vdr 547 Backing Up a VM 551 Restoring VMs 556 Managing Restore Points 562 Using VMware Consolidated Backup 562 Installing VMware Consolidated Backup 563 Using VCB on the Command Line 564 VirtualizingVCB 573 Summary 574

12 XViii VMware vsphere 4 Implementation 19 VMware Patch Management 575 VMware Updates 576 Using the vsphere Host Update Utility with ESXi Patching ESXi 4 with the Host Update Utility 577 Rolling Back ESXi 4 Host Updates 579 Using VMware Update Manager 580 Installing VMware Update Manager 581 Creating Baselines and Baseline Groups 587 Attaching Baselines and Scanning for Updates 593 Staging and Remediation of ESX hosts 596 Configuring VMware Update Service Settings 601 Summary Upgrading from VI3.5 to vsphere A Clean Install or an Upgrade? 606 Upgrading Using VMware Update Manager 608 Upgrading vcenter and the Client 609 Upgrading vcenter Components 614 Upgrading ESX Hosts Using VUM 616 Upgrading VMware Tools with VUM 624 Upgrading Virtual Hardware with VUM 627 Upgrading ESXi Hosts Using the Host Update Utility 629 Upgrading VMs with CLI Tools 631 Per-ESX Host Virtual Hardware and VMware Tools Update 632 Per VM Virtual Hardware and VMware Tools Update 632 Summary 633 Conclusion 633 Index 635

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